Heritage Foundation chief economist EJ Antoni warned that the Trump administration's proposed semiconductor tariffs could raise chip import costs before new U.S. fabs are operational, citing Micron's …
Nvidia CEO Jensen Huang announced a $2 billion partnership with Coherent to expand a facility in Sherman, Texas, producing indium phosphide lasers for chip interconnects, creating roughly 1,000 jobs. …
SK hynix is building a packaging plant in Indiana with mass production targeted for 2029, while keeping core HBM manufacturing in Korea, a move that responds to CHIPS Act incentives and strengthens US…
A proposed flat tax on semiconductor chips by former President Donald Trump could cripple the AI hardware industry by increasing costs across the supply chain, stifling innovation, and fragmenting man…
Nvidia is building a political machine to protect its AI dominance, shifting from technical superiority to policy influence as the semiconductor industry becomes a geopolitical security concern. The c…
SK Hynix plans to begin volume production of HBM4E chips at its $3.87 billion to $4 billion Indiana facility in the second half of 2029, serving AI data centers run by Nvidia, Microsoft, and Google. T…
Micron Technology is investing $50 billion in two advanced memory fabs in Boise, Idaho, which are expected to create about 3,500 direct jobs and turn some employees into millionaires, while straining …
SK hynix will break ground on Aug. 27 on its $3.87 billion advanced chip packaging plant in West Lafayette, Indiana, for high-bandwidth memory used in AI processors. The South Korean memory maker, whi…
Coherent Corp. reported fiscal Q4 2026 revenue of approximately $2 billion, beating analyst consensus of $1.99 billion and exceeding its own guidance of $1.91 billion to $2.05 billion. The company gui…
Intel plans to raise $15 billion by selling common stock, one of the largest equity raises in semiconductor history, to fund its capital expenditure guidance of over $20 billion for 2026 and its expan…
GlobalFoundries reported second-quarter revenue of $1.73 billion, beating Wall Street's consensus estimate of $1.71 billion, driven by accelerating demand for its chips in AI data centers. Net income …
Intel shares jumped 10% on August 4, 2026, to close at $99.74, lifting the broader chip sector and increasing the paper value of the U.S. government's 10% stake in the company to more than $40 billion…
GlobalFoundries announced a $300 million award from the CHIPS Act fund to advance next-generation silicon photonics technologies, with the U.S. Government acquiring approximately a 1% equity stake in …
Intel confirmed on Tuesday that it will cut an unspecified number of jobs in its data center and AI group as part of a broader restructuring under CEO Lip-Bu Tan, with shares rising up to 8 percent in…
TSMC has no fixed timeline for additional US investment beyond its current $165 billion commitment to build six fabrication plants in Arizona, the company confirmed. The world's largest chipmaker, whi…
A joint analysis from SEMI, McKinsey & Co. and the National Science Foundation warns that the US semiconductor industry could fall 88,000 to 157,000 workers short of the 189,000 needed by 2030, as eng…
The US spent a record $253 billion on imported semiconductors in 2025, representing 0.9% of GDP, driven by AI infrastructure buildout and raising concerns about technological dependence on Asian fabri…
Commerce Secretary Howard Lutnick is pressuring Samsung Electronics and SK Hynix to build memory chip production facilities in the US or face 100% tariffs on chips sold into the American market. The p…
Micron Technology's stock surged 15% after reporting $41.46 billion in Q3 FY2026 revenue, driven by AI demand for memory chips. The company announced a $200 billion domestic manufacturing plan, includ…
Micron Technology will invest up to $3 billion in its Manassas, Virginia facility to produce advanced DRAM and high-bandwidth memory chips for AI data centers and crypto mining. The expansion, backed …